Id: | 11309 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 2.00.00 |
Opened: | 19/08/2013 |
Closed: | 22/08/2013 |
Released: | 04/10/2013 |
Job: | J012035 |
Summary Pages; Account Client Summary updated to Summary Page (version 2) Script and now displays Account Client information
The built-in Account Client Summary Script has been updated to a Summary Page (version 2) type Script.
Any Scripts using the "#builtin" directive will be updated during the database upgrade process to now use 'SummaryPage_AccountClients2_ClientSummary', existing built-in Scripts that have been expanded will remain as is.
The build in Client Key Details Summary Script which is used by this Script has been updated to accept an 'AccountClient' event argument which, if present, generates an 'Account Client' block in the Summary Page. The Accounts form, Clients page utilises this functionality to display an 'Account Client' block which displays information such as Account Role and Insurance details.
A new constant, 'ClientSummaryScriptId' has been added to the Script to allow a custom Client Summary Script to be used without modifying the built-in Script.